See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $203,233 |
STIFEL NICOLAUS & CO INC8+ years Service code 27 501 N BROADWAY · ST LOUIS, MO 63102 | Advisory (Plan) | $109,609 |
Service code 13 · EIN 31-1582098 PO BOX 632886 · CINCINNATI, OH 452632886 | Contract Administrator | $22,152 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,026 | $89,808-67.7% | $100,391-71.1% | $77,643-62.6% |
| Participation rate | 99.3% | 81.2%+18.1pp | 81.5%+17.9pp | 70.6%+28.8pp |
| Annual return | 14.36% | 20.62%-6.3pp | 49.20%-34.8pp | 31.24%-16.9pp |
| Employer contribution / active EE | $1,664 | $3,039-45.3% | $3,942-57.8% | $2,726-39.0% |
| Participant deferral / active EE | $6,694 | $8,284-19.2% | $8,082-17.2% | $4,647+44.0% |
| Admin fee / account holder | $131 | $174-24.9% | $7,899-98.3% | $430-69.6% |